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CTACTA
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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

AE Wealth Management LLC holds 1M shares of CTA (SIMPLIFY EXCHANGE TRADED FUN), worth $26M as of 2026-Q2. The position was increased (+6.6% shares). CTA represents 0.1% of AE Wealth Management LLC's portfolio.

Current Value

$26M

Current Shares

1M

Total Value Change

+$23.5M

Total Shares Change

+905,324

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1M
+6.6%
$26M0.1%$25.81
37
2026-Q1
Decreased
938,908
-4.0%
$28.4M0.2%$29.63
0
2025-Q4
Increased
977,534
+9.8%
$26.6M0.2%$26.36
38
2025-Q3
Decreased
890,432
-25.7%
$24.9M0.2%$26.75
0
2025-Q2
Increased
1.2M
+23.3%
$32.1M0.2%$25.39
42
2025-Q1
Increased
972,082
+47.0%
$28.8M0.2%$27.85
47
2024-Q4
Increased
661,268
+589.2%
$18.4M0.2%$26.13
55
2024-Q3
New
95,943
-
$2.5M0.0%$23.74
36

Other major holders of CTA: BANK OF AMERICA CORP /DE/, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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